UCRD vs PCMM overlap
1 institutions report holding both UCRD and PCMM.
UCRDPCMM
Pick 2 to 4 ETFs.
We don’t have holdings for PCMM. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
1
institutions report holding both, of 78 holding any
UCRD0.3% of its 13F dollars, 50.0% of its 2 holders
PCMM1.0% of its 13F dollars, 1.3% of its 77 holders
Largest institutions holding both
| Firm | UCRD | PCMM |
|---|---|---|
| Jane Street Group, LLC | $519K | $1.4M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: UCRD institutional holders, PCMM institutional holders.
Frequently asked questions
Do institutions hold both UCRD and PCMM?
1 Form 13F filers report positions in both, out of 78 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.